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Atrium Terms of Service

Effective Date: June 11, 2026

These Terms of Service ("Terms") govern your access to and use of the Atrium platform, including the web application located at app.atriumimpact.org and the website located at atriumimpact.org (together, the "Platform" or "Service"). The Service is operated by Parthenon Life, LLC, a Texas limited liability company doing business as Atrium Impact ("Atrium," the "Company," "we," "us," or "our"), with a mailing address of PO Box 1110, Argyle, TX 76226.

Please read these Terms carefully. By creating an account, setting a password, clicking to accept these Terms, or otherwise accessing or using the Service, you agree to be bound by these Terms.

1. Acceptance of These Terms

1.1 Agreement. By accessing or using the Service, you agree to these Terms and to our Privacy Policy, which is incorporated by reference. If you do not agree, do not access or use the Service.

1.2 Acceptance on behalf of an organization. Most users access the Service on behalf of a foundation, church, or other organization (a "Customer" or "Tenant"). If you accept these Terms in the course of registering or using the Service for an organization, you represent and warrant that: (a) you are at least 18 years of age; (b) you have the authority to bind that organization to these Terms; and (c) you accept these Terms both individually and on behalf of that organization. In that case, "you" refers to both you individually and the organization, as the context requires.

1.3 Changes to these Terms. We may modify these Terms from time to time. If we make material changes, we will provide reasonable notice (for example, by email to the address on your account or by notice within the Service). Changes become effective on the date stated in the notice. Your continued use of the Service after the effective date constitutes acceptance of the revised Terms.

2. Definitions

  • "Customer" or "Tenant" means the organization that subscribes to or uses the Service, including private foundations, family foundations, and churches.
  • "Authorized User" or "User" means an individual who has been granted access to a Tenant's account, including administrators and basic users.
  • "Applicant" means a person or organization that submits a grant application through the Service without holding a Tenant account.
  • "Donor" means a person or organization whose giving information is recorded in the Service by a Tenant.
  • "Customer Data" means all data, information, and content that a Tenant or its Users submit to, upload to, or generate within the Service, including donor records, applicant records, recipient and organization records, grant records, and manually entered account balances.
  • "Legacy Score" means the Service's automated feature that summarizes and scores grant application information against predetermined logic to produce an advisory recommendation.

3. The Service; What Atrium Is and Is Not

3.1 What Atrium does. Atrium is a software platform for grant lifecycle management, partner and applicant workflows, donor and giving tracking, advisory application review (Legacy Score), and recordkeeping to assist with IRS distribution tracking.

3.2 Atrium is a tracking and recordkeeping tool only. You acknowledge and agree that:

  • Atrium does not hold, transmit, transfer, disburse, or otherwise handle any funds. All grant payments, disbursements, donations, and other transfers of money are made entirely outside the Service by the Tenant through the Tenant's own banking arrangements. The Service is used only to record and track when such transactions occur.
  • Atrium does not access bank accounts and does not collect or store bank account numbers, routing numbers, or ACH credentials. Account balances recorded in the Service are entered manually by the Tenant and are recordkeeping entries only.
  • Atrium is not a bank, money transmitter, money services business, payment processor, broker, investment adviser, fiduciary, accountant, or law firm, and the Service does not provide banking, money-transmission, tax, legal, accounting, investment, or fiduciary services.

3.3 No professional advice. The Service, including any IRS distribution tracking, compliance features, and Legacy Score outputs, is provided for informational and recordkeeping purposes only and does not constitute tax, legal, accounting, financial, or other professional advice. The Tenant is solely and fully responsible for its own legal, tax, and regulatory compliance, including all IRS distribution requirements applicable to it. You should consult your own qualified professional advisors.

4. Accounts and Security

4.1 Eligibility. You must be at least 18 years old to create an account or use the Service.

4.2 Accurate information. You agree to provide accurate, current, and complete information during registration and to keep it updated.

4.3 Credentials. You are responsible for safeguarding your login credentials and for all activity that occurs under your account. You agree to notify us promptly at legal@atriumimpact.org of any unauthorized use or suspected security breach.

4.4 Authorized Users. A Tenant is responsible for the acts and omissions of its Authorized Users and for ensuring that each Authorized User complies with these Terms.

5. Customer Data and Customer Responsibilities

5.1 Ownership of Customer Data. As between the parties, the Tenant owns and retains all rights in its Customer Data. We do not claim ownership of Customer Data.

5.2 License to operate. The Tenant grants us a limited, non-exclusive license to host, store, process, transmit, and display Customer Data solely as necessary to provide and support the Service, to generate Legacy Score outputs, and as otherwise permitted by these Terms and the Privacy Policy.

5.3 Our role as processor. With respect to personal information about third parties that a Tenant submits to the Service (such as donors, applicants, and recipient or organization contacts), the Tenant acts as the controller of that information and Atrium acts as a processor (or "service provider") that handles such information on the Tenant's behalf and in accordance with the Tenant's instructions, these Terms, and our Privacy Policy. We will: (a) process such personal information only to provide and support the Service or as otherwise permitted by law; (b) not sell such personal information; (c) maintain reasonable administrative, technical, and organizational safeguards; and (d) on the Tenant's written request, return or delete such information, subject to the retention period described in Section 10.

5.4 Tenant representations regarding third-party data. The Tenant represents and warrants that it has all rights, permissions, and lawful bases necessary to submit donor, applicant, recipient, and other third-party personal information to the Service and to authorize our processing of it as described in these Terms and the Privacy Policy. The Tenant is responsible for providing any notices and obtaining any consents required from the individuals whose information it submits.

5.5 Responsibility for accuracy. The Tenant is responsible for the accuracy, quality, and legality of its Customer Data and for the means by which it acquired that data.

6. Acceptable Use

6.1 Prohibited uses. You agree not to use the Service to, and not to permit any User or third party to:

  • violate any applicable law or regulation;
  • support, fund, facilitate, or promote terrorism, violent extremism, human trafficking, or any other unlawful activity;
  • engage in fraud, money laundering, or transactions with sanctioned persons or entities, or with persons or entities on any applicable government restricted-party or sanctions list;
  • infringe the intellectual property or privacy rights of others;
  • upload malicious code or attempt to gain unauthorized access to the Service, other accounts, or related systems;
  • interfere with, disrupt, or impose an unreasonable load on the Service or its infrastructure; or
  • reverse engineer, copy, resell, or create derivative works of the Service except as expressly permitted by law.

6.2 Alignment with the purpose and values of the Service. The Service is built to support lawful, charitable, and philanthropic activity. Any use of the Service that, in the Company's sole and reasonable discretion, is inconsistent with the purpose and values of the Service — including, by way of example, directing or recording grants to organizations engaged in terrorism, illegal activity, or other conduct contrary to the charitable purpose of the Platform — is prohibited and is grounds for suspension or termination under Section 10.

6.3 Enforcement. We may investigate suspected violations and may suspend or terminate access for any violation of this Section. Where practicable, we will provide notice, but we may act without prior notice where we reasonably believe immediate action is necessary.

7. Legacy Score and Other Automated Features

7.1 Advisory only. Legacy Score and any other scoring, summarization, or recommendation features are advisory aids only. They summarize and score information against predetermined logic to produce a recommendation. They do not make grant decisions. All grant decisions are made solely by the Tenant, and the Tenant retains full responsibility for those decisions.

7.2 No warranty of accuracy. Automated outputs may contain errors or omissions and are provided "as is." You should independently verify any information before relying on it.

7.3 AI processing. To generate Legacy Score outputs, application information is processed by our AI service provider as described in the Privacy Policy. By submitting application information to the Service, you acknowledge this processing.

8. Applications and Public Submissions

8.1 Submissions without an account. Applicants may submit grant applications through the Service without creating an account. By submitting an application, an Applicant agrees to the application-submission terms presented at the point of submission and acknowledges our Privacy Policy, and consents to the processing and routing of the submitted information to the relevant Tenant.

8.2 No guarantee of award. Submission of an application does not create any obligation on the part of any Tenant or the Company to review, fund, or respond to the application. All decisions rest with the Tenant.

9. Fees, Billing, and Subscriptions

9.1 Subscriptions. Paid use of the Service is offered on a subscription basis through the plan tiers described at the time of purchase. Subscription fees are billed in advance on a monthly or annual basis, as selected.

9.2 Payment processing. Subscription payments are processed by our third-party payment processor, Stripe. We do not store full payment card numbers. Your use of payment features is also subject to Stripe's applicable terms.

9.3 Automatic renewal. Unless you cancel before the end of the then-current billing period, your subscription automatically renews for a successive period of the same length at the then-current rate.

9.4 Cancellation; access through the period. You may cancel at any time. Upon cancellation, your subscription will not renew, and you will retain access to the Service through the end of the billing period for which you have already paid. This applies to both monthly and annual plans.

9.5 No refunds. Except where required by law, fees are non-refundable, and we do not provide refunds or credits for any unused portion of a billing period, including the unused portion of an annual term.

9.6 Price changes. We may change our fees. We will provide reasonable advance notice of any fee increase, and the change will take effect at your next renewal.

9.7 Taxes. Fees are exclusive of applicable taxes. You are responsible for any sales, use, or similar taxes associated with your subscription, except for taxes based on our net income. If you are exempt from a tax, you are responsible for providing a valid exemption certificate.

10. Term, Suspension, and Termination

10.1 Term. These Terms remain in effect while you use the Service or maintain an account.

10.2 Termination by you. You may stop using the Service and cancel your subscription at any time as described in Section 9.4.

10.3 Suspension or termination by us. We may suspend or terminate your access to the Service, or any account or Tenant, at any time, with or without cause, including for any violation of Section 6 or any use that, in our sole and reasonable discretion, is inconsistent with the purpose and values of the Service. Where practicable, we will provide notice.

10.4 Data export. Before or for a reasonable period following cancellation or termination, you may export your Customer Data through the export functionality made available in the Service. We will make commercially reasonable efforts to provide such export functionality, including in connection with a termination initiated by us.

10.5 Data retention and deletion. Following cancellation or termination, we will retain Customer Data for a period of twelve (12) months, after which we will delete it, except where we are required by law to retain it longer or where retention is necessary to resolve disputes or enforce these Terms. You may request earlier deletion as described in the Privacy Policy.

10.6 Survival. Sections that by their nature should survive termination (including Sections 3, 5.4, 11, 13, 14, 15, and 18) survive.

11. Intellectual Property

11.1 Our property. The Service, including all software, design, text, graphics, trademarks (including the "Atrium" and "Atrium Impact" names and marks), and all related intellectual property, is owned by the Company or its licensors and is protected by law. Except for the limited rights expressly granted to you, we reserve all rights.

11.2 Limited license to you. Subject to these Terms, we grant you a limited, non-exclusive, non-transferable, revocable license to access and use the Service for your internal philanthropic and recordkeeping purposes.

11.3 Feedback. If you provide suggestions or feedback about the Service, we may use it without restriction or obligation to you.

12. Third-Party Services

The Service relies on third-party providers, including Stripe (payment processing), Resend (transactional email), and Lovable Cloud (hosting, database, and AI processing). Your use of the Service may be subject to those providers' terms. We are not responsible for the acts, omissions, availability, or content of third-party services, and we do not control them.

13. Disclaimers

13.1 "As is." THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE," WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED, OR STATUTORY, INCLUDING ANY IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT.

13.2 No uptime guarantee. WE DO NOT GUARANTEE THAT THE SERVICE WILL BE UNINTERRUPTED, TIMELY, SECURE, OR ERROR-FREE, AND WE PROVIDE NO UPTIME OR AVAILABILITY COMMITMENT.

13.3 No professional advice. AS STATED IN SECTION 3, THE SERVICE DOES NOT PROVIDE TAX, LEGAL, ACCOUNTING, FINANCIAL, OR OTHER PROFESSIONAL ADVICE, AND YOU REMAIN SOLELY RESPONSIBLE FOR YOUR OWN COMPLIANCE.

14. Limitation of Liability

14.1 Exclusion of certain damages. TO THE MAXIMUM EXTENT PERMITTED BY LAW, THE COMPANY WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, OR FOR ANY LOSS OF PROFITS, REVENUE, DATA, GOODWILL, OR BUSINESS, ARISING OUT OF OR RELATING TO THE SERVICE OR THESE TERMS, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

14.2 Cap. TO THE MAXIMUM EXTENT PERMITTED BY LAW, THE COMPANY'S TOTAL AGGREGATE LIABILITY ARISING OUT OF OR RELATING TO THE SERVICE OR THESE TERMS WILL NOT EXCEED THE TOTAL FEES YOU PAID TO US FOR THE SERVICE IN THE TWELVE (12) MONTHS IMMEDIATELY PRECEDING THE EVENT GIVING RISE TO THE CLAIM.

14.3 Basis of the bargain. These limitations apply regardless of the theory of liability and are an essential part of the agreement between you and us.

15. Indemnification

You agree to defend, indemnify, and hold harmless the Company and its owners, members, managers, officers, and agents from and against any claims, damages, liabilities, losses, and expenses (including reasonable attorneys' fees) arising out of or related to: (a) your Customer Data; (b) your use of the Service; (c) your violation of these Terms; (d) your violation of any law or the rights of any third party, including any individual whose personal information you submitted to the Service; or (e) your legal, tax, or regulatory compliance obligations.

16. Confidentiality

Each party may receive non-public information of the other. Each party agrees to protect the other's confidential information with reasonable care and to use it only as necessary to perform under or exercise rights granted by these Terms. This Section does not limit our handling of personal information, which is governed by the Privacy Policy.

17. Governing Law and Dispute Resolution

17.1 Governing law. These Terms are governed by the laws of the State of Texas, without regard to its conflict-of-laws rules.

17.2 Venue. Subject to any agreed dispute-resolution process, you agree to the exclusive jurisdiction and venue of the state and federal courts located in Denton County, Texas, and waive any objection to venue in those courts.

17.3 Informal resolution. Before filing a claim, the parties agree to attempt in good faith to resolve any dispute informally by contacting legal@atriumimpact.org and allowing 30 days for resolution.

18. General

18.1 Entire agreement. These Terms, together with the Privacy Policy and any order or plan terms presented at purchase, are the entire agreement between you and us regarding the Service and supersede prior agreements on the subject.

18.2 Severability. If any provision is held unenforceable, the remaining provisions remain in effect.

18.3 No waiver. Our failure to enforce a provision is not a waiver of our right to do so later.

18.4 Assignment. You may not assign these Terms without our prior written consent. We may assign these Terms in connection with a merger, acquisition, or sale of assets.

18.5 Force majeure. We are not liable for any failure or delay caused by events beyond our reasonable control.

18.6 Electronic communications. You consent to receive communications from us electronically, including by email and through the Service.

18.7 Notices. Notices to us must be sent to legal@atriumimpact.org. We may provide notices to you by email or within the Service.

19. Contact

Questions about these Terms may be directed to:

Parthenon Life, LLC (d/b/a Atrium Impact) PO Box 1110, Argyle, TX 76226 legal@atriumimpact.org